The Scenario
The quarterly infrastructure review is in five days. The IT director needs a month-by-month usage breakdown for Q1 — daily new users, meetings held, total participants, total meeting minutes — in an Excel workbook for the board deck.
The Zoom admin opens the admin dashboard. He finds Usage Reports. He sets the date range to January and exports to CSV. He repeats for February. And March. Three separate files.
He opens all three in Excel. January's "Total Meeting Minutes" column is called "Meeting Minutes." February's calls it "Minutes." March's file uses "Total Minutes." He has to rename them before he can stack the data in a single table.
He also has to add a "Month" column to each before merging, because the export doesn't include that context.
For a quarterly review, this is the minimum viable version of "just pull the data."
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its built-in Zoom integration, it pulls usage report data for any date range directly into the workbook — no CSV downloads, no column renaming.
Fetch the Zoom daily usage report for this month and write each day's new users, meetings held, total participants, and total meeting minutes into this workbook, one row per day
What You Get
- One row per day with new users, meetings, participants, and total minutes.
- No CSV download, no column renaming across files.
- Immediately ready for charting, PivotTables, or the board deck template.
- Run it again next month in one prompt.
What If the Data Is Not Quite Ready
You need Q1 as a single dataset, not three separate pulls
Fetch the Zoom daily usage report for January, February, and March 2026 and write all rows to this workbook — one row per day with columns: Date, NewUsers, MeetingsHeld, Participants, TotalMinutes. Append all three months in order.
You want a weekly rollup instead of daily rows
Fetch the Zoom daily usage report for Q1 2026. Group the results by week (Monday through Sunday) and write one row per week with columns: WeekStarting, TotalNewUsers, TotalMeetings, TotalParticipants, TotalMinutes. Sort by WeekStarting ascending.
You need year-over-year comparison — Q1 2026 vs Q1 2025
Fetch the Zoom daily usage report for Q1 2026 and write it to the 'Q1 2026' worksheet. Then fetch Q1 2025 and write it to the 'Q1 2025' worksheet. On the 'Comparison' worksheet, write one row per month with columns showing the 2025 and 2026 totals for meetings, participants, and minutes side by side.
Pull usage, calculate month-over-month growth, and draft the board deck narrative
Fetch the Zoom daily usage report for the past 90 days. Write daily rows to the 'Raw Data' worksheet. On the 'Summary' worksheet, calculate month-over-month growth for meetings, participants, and total minutes. In cell A1 of the 'Narrative' worksheet, write a 3-sentence infrastructure summary suitable for the board deck.
One prompt, full quarterly narrative ready.
Try It
Get the 7-day free trial of SheetXAI and open your infrastructure review Excel workbook, then ask it to pull Zoom daily usage data for the quarter. For auditing scheduled meetings or cloud recordings instead, see those spokes, or the hub overview on all the ways to connect Zoom to Excel.